Silver Grove Financial Group, Inc.
ORCHARD PARK NY · SEC CIK 0002111172
$1.85亿2026Q2 申报市值
2,450持仓数
30.0%前十大占比 · 第一大 6.3%
1955 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$148.72万
EDGU 加仓+$70.50万
SECT 加仓+$68.81万
VOO 加仓+$64.49万
CGDV 新建仓+$50.55万
2026Q2 卖出最多 按季末市值估算
ADVISORS INNER C 重新持有-$102.60万
JPM 减仓-$62.36万
EDGF 减仓-$57.73万
RRX 减仓-$28.63万
VO 减仓-$20.26万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $44.04万 | 0.24% | 5,652 | 1,921 | 51.5% | $14.97万 | 加仓 |
| ORCL | ORACLE CORP | $45.31万 | 0.25% | 3,092 | 136 | 4.6% | $1.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $45.82万 | 0.25% | 1,102 | 713 | 183.3% | $29.64万 | 加仓 |
| AIQ | GLOBAL X FDS | $45.85万 | 0.25% | 6,989 | 6,989 | — | $45.85万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $47.68万 | 0.26% | 7,677 | 7,677 | — | $47.68万 | 新建仓 |
| JOE | ST JOE CO | $49.14万 | 0.27% | 7,847 | -89 | -1.1% | -$5,574 | 减仓 |
| GE | GE AEROSPACE | $49.70万 | 0.27% | 1,330 | 112 | 9.2% | $4.19万 | 加仓 |
| ABBV | ABBVIE INC | $50.03万 | 0.27% | 1,988 | 19 | 1.0% | $4,782 | 加仓 |
| MTUM | ISHARES TR | $50.20万 | 0.27% | 1,464 | 250 | 20.6% | $8.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.27万 | 0.27% | 497 | 9 | 1.8% | $9,102 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $50.55万 | 0.27% | 10,258 | 10,258 | — | $50.55万 | 新建仓 |
| DE | DEERE & CO | $50.94万 | 0.28% | 803 | -77 | -8.8% | -$4.88万 | 减仓 |
| GEV | GE VERNOVA INC | $52.87万 | 0.29% | 450 | 9 | 2.0% | $1.06万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $54.03万 | 0.29% | 1,034 | 24 | 2.4% | $1.25万 | 加仓 |
| TMAT | NORTHERN LTS FD TR IV | $54.31万 | 0.29% | 17,280 | 1,091 | 6.7% | $3.43万 | 加仓 |
| HD | HOME DEPOT INC | $56.55万 | 0.31% | 1,604 | -128 | -7.4% | -$4.51万 | 减仓 |
| SLV | ISHARES SILVER TR | $58.74万 | 0.32% | 10,986 | 155 | 1.4% | $8,288 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $60.68万 | 0.33% | 11,425 | -136 | -1.2% | -$7,223 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.79万 | 0.35% | 682 | -40 | -5.5% | -$3.74万 | 减仓 |
| USMV | ISHARES TR | $66.67万 | 0.36% | 6,912 | 642 | 10.2% | $6.19万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $67.19万 | 0.36% | 21,718 | -33,165 | -60.4% | -$102.60万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $67.78万 | 0.37% | 2,865 | 143 | 5.3% | $3.38万 | 加仓 |
| STIP | ISHARES TR | $67.82万 | 0.37% | 6,639 | 620 | 10.3% | $6.33万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $67.85万 | 0.37% | 9,796 | 146 | 1.5% | $1.01万 | 加仓 |
| AMAT | APPLIED MATLS INC | $70.22万 | 0.38% | 971 | 15 | 1.6% | $1.08万 | 加仓 |
| — | EXXON MOBIL CORP | $75.34万 | 0.41% | 5,510 | 756 | 15.9% | $10.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $76.05万 | 0.41% | 12,740 | 1,028 | 8.8% | $6.14万 | 加仓 |
| V | VISA INC | $78.15万 | 0.42% | 2,278 | -27 | -1.2% | -$9,263 | 减仓 |
| IJH | ISHARES TR | $78.76万 | 0.43% | 10,214 | 4,085 | 66.7% | $31.50万 | 加仓 |
| KLAC | KLA CORP | $81.91万 | 0.44% | 2,715 | -45 | -1.6% | -$1.36万 | 减仓 |
| GLD | SPDR GOLD TR | $85.57万 | 0.46% | 2,323 | 243 | 11.7% | $8.95万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $86.27万 | 0.47% | 17,057 | 9,643 | 130.1% | $48.77万 | 加仓 |
| WMT | WALMART INC | $86.90万 | 0.47% | 7,672 | -173 | -2.2% | -$1.96万 | 减仓 |
| MTB | M & T BK CORP | $96.59万 | 0.52% | 4,058 | 36 | 0.9% | $8,569 | 加仓 |
| VB | VANGUARD INDEX FDS | $97.19万 | 0.53% | 3,206 | 1,176 | 57.9% | $35.65万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $97.35万 | 0.53% | 13,469 | -8 | -0.1% | -$578 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $104.88万 | 0.57% | 19,605 | 153 | 0.8% | $8,185 | 加仓 |
| SUB | ISHARES TR | $106.53万 | 0.58% | 10,006 | 1,257 | 14.4% | $13.38万 | 加仓 |
| ADI | ANALOG DEVICES INC | $106.93万 | 0.58% | 2,692 | 123 | 4.8% | $4.89万 | 加仓 |
| CAT | CATERPILLAR INC | $113.31万 | 0.61% | 1,064 | -93 | -8.0% | -$9.90万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $114.51万 | 0.62% | 992 | 39 | 4.1% | $4.50万 | 加仓 |
| LLY | ELI LILLY & CO | $118.45万 | 0.64% | 988 | -18 | -1.8% | -$2.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $118.74万 | 0.64% | 2,044 | -73 | -3.4% | -$4.24万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $119.27万 | 0.65% | 3,223 | 499 | 18.3% | $18.47万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $121.45万 | 0.66% | 2,803 | -125 | -4.3% | -$5.42万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $122.38万 | 0.66% | 84,689 | 3,821 | 4.7% | $5.52万 | 加仓 |
| USHY | ISHARES TR | $125.05万 | 0.68% | 33,778 | 1,758 | 5.5% | $6.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $125.75万 | 0.68% | 5,770 | 334 | 6.1% | $7.28万 | 加仓 |
| EDGU | ADVISORS INNER CIRCLE FD II | $128.44万 | 0.70% | 40,137 | 22,030 | 121.7% | $70.50万 | 加仓 |
| TSLA | TESLA INC | $128.54万 | 0.70% | 3,056 | 137 | 4.7% | $5.76万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $130.24万 | 0.70% | 15,120 | 894 | 6.3% | $7.70万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $130.76万 | 0.71% | 62,700 | 1,704 | 2.8% | $3.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $131.39万 | 0.71% | 4,014 | -1,905 | -32.2% | -$62.36万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $131.85万 | 0.71% | 1,766 | 12 | 0.7% | $8,959 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $131.95万 | 0.71% | 2,637 | 155 | 6.2% | $7.76万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $138.58万 | 0.75% | 16,210 | 3,417 | 26.7% | $29.21万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $142.64万 | 0.77% | 33,064 | 397 | 1.2% | $1.71万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $145.69万 | 0.79% | 35,320 | 333 | 1.0% | $1.37万 | 加仓 |
| EDGH | ADVISORS INNER CIRCLE FD II | $146.09万 | 0.79% | 45,926 | 3,390 | 8.0% | $10.78万 | 加仓 |
| META | META PLATFORMS INC | $149.41万 | 0.81% | 2,652 | 129 | 5.1% | $7.27万 | 加仓 |
| GOOG | ALPHABET INC | $156.60万 | 0.85% | 4,432 | 85 | 2.0% | $3.00万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $158.01万 | 0.86% | 21,525 | -229 | -1.1% | -$1.68万 | 减仓 |
| IVE | ISHARES TR | $174.91万 | 0.95% | 7,703 | 314 | 4.2% | $7.13万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $178.68万 | 0.97% | 25,078 | 1,417 | 6.0% | $10.10万 | 加仓 |
| IVW | ISHARES TR | $194.29万 | 1.05% | 14,127 | 616 | 4.6% | $8.47万 | 加仓 |
| MUB | ISHARES TR | $196.38万 | 1.06% | 18,247 | 2,792 | 18.1% | $30.05万 | 加仓 |
| AVGO | BROADCOM INC | $201.60万 | 1.09% | 5,337 | -208 | -3.8% | -$7.86万 | 减仓 |
| GOOGL | ALPHABET INC | $264.55万 | 1.43% | 7,403 | -111 | -1.5% | -$3.97万 | 减仓 |
| IVV | ISHARES TR | $268.68万 | 1.45% | 3,588 | 1,986 | 124.0% | $148.72万 | 加仓 |
| AMZN | AMAZON COM INC | $269.87万 | 1.46% | 11,323 | -29 | -0.3% | -$6,912 | 减仓 |
| MSFT | MICROSOFT CORP | $331.38万 | 1.79% | 8,884 | 227 | 2.6% | $8.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $431.28万 | 2.33% | 5,857 | 204 | 3.6% | $15.02万 | 加仓 |
| AAPL | APPLE INC | $508.71万 | 2.75% | 17,581 | 247 | 1.4% | $7.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $557.46万 | 3.02% | 27,861 | 381 | 1.4% | $7.62万 | 加仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $570.38万 | 3.09% | 231,440 | -23,425 | -9.2% | -$57.73万 | 减仓 |
| AGG | ISHARES TR | $571.05万 | 3.09% | 57,694 | -83 | -0.1% | -$8,215 | 减仓 |
| VOO | VANGUARD INDEX FDS | $867.26万 | 4.69% | 12,627 | 939 | 8.0% | $64.49万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $1,173.28万 | 6.35% | 162,820 | 9,549 | 6.2% | $68.81万 | 加仓 |